Plan Ledger DOL Form 5500 · updated monthly

Ecorp Consulting Inc401(k)

ECORP CONSULTING INC 401(K) PROFIT SHARING PLAN & TRUST · ROCKLIN, CA · plan year 2024

Reported admin expense ratio · 2024
0.23%

Peer grade: B · admin costs + employer contributions vs same-size plans · how grading works

Ecorp Consulting Inc reported $46,455 in plan administrative expenses for 2024: 0.23% of average plan assets, below the peer median. Employer contributions averaged $1,857 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio rose from 0.20% to 0.23%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 3,467th-largest of 9,483 plans among California employers on file, and the 5,307th of 11,654 in professional & technical services. In 2024, employees put in $4.18 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$21,387,031
Participants with balances200
Active participants155
Employer contributions$287,766
Employee contributions$1,203,739
Employer contribution per active participant$1,857
Average account balance$106,935
Benefits paid to participants$2,237,512
Plan auditUnmodified (clean) audit opinion
AuditorMICHAEL SHIMIZU, CPA
Plan history3
Yearassets · accounts · employer contribution
2024$21.4M · 200 accts · $288K emplr
2023$19.0M · 279 accts · $218K emplr
2022$15.4M · 266 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$7,219
Investment management$38,376
Trustee / custodial$860
Total administrative$46,455
The Ecorp Consulting Inc 401(k) match · 2024
Employer contribution per active participant$1,857
Median for plans this size$2,416
2024$1,857 per active participant
2023$1,418 per active participant

Ecorp Consulting Inc's 2024 employer contribution ran below the $2,416 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
PAYCHEX, INC. · Contract administrator · Recordkeeping$7,479
CETERA INVESTMENT ADVISERS LLC · Investment advisory (participants)$38,376

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$46,455 · 0.23%
2023$34,053 · 0.20%
2022$32,593 · 0.20%
Same employer
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Protrials Research, Inc. CA$21.5M · 0.39%
Anaptysbio, Inc. CA$21.5M · 0.35%
Clever Inc. CA$21.4M · 0.22%
Lucidworks, Inc. CA$21.4M · 0.14%
Selman Breitman LLP CA$21.4M · 0.42%
Wrike, Inc. CA$21.3M · 0.05%
Linea Solutions, Inc. CA$21.2M · 0.13%

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Source: U.S. Department of Labor, Form 5500 series, EIN 680416814 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.